Coastal Securities

Description

Founded: 1991 Parent organization: El Paso Holdco LLC

Coastal Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Coastal Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Coastal Securities Salaries. You can even request information on how much does Coastal Securities pay if you want to. Learn about salaries, pros and cons of working for Coastal Securities directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

62 Coastal Securities employees in database. Find out everything there's to know about Coastal Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Coastal Securities Employees

Employee
Years
Job
Industry
Brandi Phillips Brandi Phillips Houston, Texas Area Details
Brandi Phillips's Coastal Securities Experience December 1999 - June 2000
Job EMC Systems Engineer
Industry Information Technology and Services
Experience
EMC  August 2015 - Present
Baker Hughes  December 2014 - August 2015
Baker Hughes  July 2014 - December 2014
Baker Hughes  April 2013 - July 2014
Baker Hughes  August 2011 - April 2013
Baker Hughes Inc  June 2006 - August 2008
Baker Hughes  January 2004 - June 2006
NCI Building Systems  June 2000 - September 2003
Coastal Securities   December 1999 - June 2000
Baker Hughes INTEQ  December 1998 - December 1999

Skills
Project Management, Solution Architecture, Learning Management..., Performance Management, Process Improvement, IT Service Management, Windows 2000, ITIL, PMP, Integration, Business Process, Technical Support, Windows, Software Documentation, Windows Server, IT Strategy, Servers, Cisco Technologies, MS Project, Microsoft Exchange, Operating Systems, Citrix, Networking, Hardware, Unix, Infrastructure, Storage, VMware

Education
University of Houston-Downtown   2003 — 2010
BS, Humanities and Social Science

California State University-Chico   1992 — 1997
Studied towards BA, Communications

Lawrence Schnellmann Lawrence Schnellmann Dallas/Fort Worth Area Details
Lawrence Schnellmann's Coastal Securities Experience October 1994 - January 1999
Job Professional Equity Trader
Industry Financial Services
Experience
Kershner Trading Group LLC   January 2009 - May 2009
First Southwest Company  May 2001 - August 2007
First London Securities   July 2000 - May 2001
Security Investment Company of   November 1999 - June 2000
Coastal Securities   October 1994 - January 1999
Raffensperger Hughes Company   September 1990 - January 1994
Edward Jones Company   September 1985 - January 1990

Skills
Proprietary Trading, Trading, Hedge Funds, Equity Trading, Derivatives, Technical Analysis, Equities, Investment Banking, Equity Capital Markets, Quantitative Analytics, Bloomberg, Options, Electronic Trading, Financial Markets, Trading Systems, Investments, Portfolio Management, Securities

Education
Cornell College   1981 — 1985
BSS, Business and Economics

Cornell College
BSS Business and Economics, Economics

Scott Bishop Scott Bishop Houston, Texas Area Details
Scott Bishop's Coastal Securities Experience 1995 - 1998
Job Director of Financial Planning, CFP®, CPA/PFS
Industry Financial Services
Experience
STA Wealth Advisors, LLC   April 2014 - Present
STA Wealth Management  April 2014 - Present
Research Financial Strategies   January 2013 - April 2014
Sound Financial Solutions, LP   May 1998 - December 2012
Houston CPA Society  2007 - 2009
Coastal Securities   1995 - 1998
PetroCorp, Inc   1993 - 1995
Energy Development Corporation  1991 - 1993
Arthur Andersen  1990 - 1991

Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Wealth Management, Investment Advisory, Retirement, Finance, Financial Planning, Financial Planners, Succession Planning, Portfolio Management, 401k, CPA, Financial Services, Charities, Small Business, Financial Analysis, Financial Reporting, Financial Advisory, Tax, Charitable Giving, Retirement Income..., Captives

Education
University of St. Thomas (TX) - MBA   1993 — 1995
MBA, Finance

The University of Texas at Austin   1986 — 1990
BBA, Accounting

Andrew Blouet Andrew Blouet San Antonio, Texas Area Details
Andrew Blouet's Coastal Securities Experience September 2004 - September 2006
Job Real Estate
Industry Government Administration
Experience
city of New Braunfels  August 2014 - Present
City of San Antonio  April 2007 - Present
City of San Antonio  September 2006 - April 2007
Coastal Securities   September 2004 - September 2006
Bennett Ross et al   January 1998 - August 2002

Skills
Research, Public Speaking, New Business Development, Valuation, Land Development, Contract Negotiation, Investment Properties, Real Estate, Zoning, Real Estate Transactions, Real Estate Development, Land Use, Commercial Real Estate, Land Use Planning, Entitlements, Residential Homes, Mixed-use, Urban Planning, Economic Development, Subdivisions, Redevelopment, Leadership, Strategic Planning

Education
Leadership Lab   2009 — 2010

Leadership San Antonio   2007 — 2008
Leadership

Texas A&M University   2002 — 2004
MS, (Sustainable) Land Development

University of Arizona   1992 — 1997
B.A., Latin American Politics, Geography, Spanish

Brent Westbrook, AIF® Brent Westbrook, AIF® Greater Memphis Area Details
Brent Westbrook, AIF®'s Coastal Securities Experience 2002 - 2005
Job District Sales Manager @ Payscape Advisors
Industry Financial Services
Experience
Payscape  September 2015 - Present
Legacy Wealth Management, Inc. (Memphis, TN)   December 2013 - Present
Argent Financial Group, Inc.   November 2009 - December 2013
Argent Sector Capital Management   February 2012 - November 2013
Regions Financial Corporation  March 2005 - November 2009
Coastal Securities   2002 - 2005

Education
University of Alabama   1993 — 1997
BA, English & American Studies

Christian Brothers High School   1989 — 1993

Beau Freyou Beau Freyou Houston, Texas Details
Beau Freyou's Coastal Securities Experience 1991 - 1996
Job IVG Energy Ltd.
Industry Oil & Energy
Experience
IVG Energy  January 2002 - Present
Amerex Energy  1996 - 2001
Coastal Securities   1991 - 1996

Education
Texas State University-San Marcos
Bachelor of Arts

Arielle Nunmaker Arielle Nunmaker Houston, Texas Details
Arielle Nunmaker's Coastal Securities Experience June 2011 - August 2011
Job Student at St. Edward's University
Industry Banking
Experience
St. Edward's University   August 2009 - Present
Commerzbank  June 2012 - August 2012
Coastal Securities   June 2011 - August 2011

Skills
Microsoft Office, Research, Bloomberg, Moody, S&P, Capital IQ, Public Speaking, Social Media, Internet Explorer, Writing, Proofreading, Community Outreach, Social Networking, PowerPoint

Education
St. Edward's University   2009 — 2012
Bachelor of Business Administration (BBA), Business Administration

Duchesne Academy   1995 — 2009

Izzy Marin Bayles Izzy Marin Bayles Houston, Texas Area Details
Izzy Marin Bayles's Coastal Securities Experience May 2010 - Present
Job MBS Broker at Coastal Securities, Inc.
Industry Financial Services
Experience
Coastal Securities   May 2010 - Present
WVO Management LLC   2007 - Present

Skills
MBS, Forward Sales, TBAs, AOTs, Bids, Offers, Coupon Swaps, Rollovers, Secondary Mortgage..., Tradeweb, Bloomberg

Education
The George Washington University - School of Business   2000 — 2001
Graduate Studies in Project Management

Norwich Univeristy, The Military College of Vermont   1992 — 1996
BA, International Studies & Spanish

Universidad Autónoma de Guadalajara   1995 — 1995
Study Abroad Program

LECJ
High School

Rodney Stults Rodney Stults Fort Campbell, Kentucky Details
Rodney Stults's Coastal Securities Experience December 2007 - August 2008
Job Site Lead Field Maintainer @ FAAC
Industry Professional Training & Coaching
Experience
FAAC   January 2013 - Present
FAAC Incorporated  2013 - 2015
FAAC Incorporated  2013 - 2015
L-3 MPRI  October 2010 - May 2012
L-3 MPRI  July 2008 - October 2010
L-3 MPRI  September 2008 - June 2009
Coastal Securities   December 2007 - August 2008
US Army Fort Campbell   June 2005 - December 2007
Cco 1/506 Infantry Battalion   October 2002 - May 2005
US Arm y   2002 - 2004

Skills
Security Clearance, Weapons, Combat, Marksmanship, Army, Force Protection, Military, Command, Counterterrorism, Military Operations, Defense, Intelligence Analysis, Military Experience, Special Operations, Afghanistan, Tactics, Firearms, DoD, Operational Planning, Leadership, Training, National Security, Exercises, Intelligence, Physical Security, Counterinsurgency, Security Operations, Explosives, Reconnaissance, HUMINT, Top Secret, Military Training, Enforcement, Homeland Security, Protection, Counterintelligence, Law Enforcement, Infantry Tactics

Education
Central Texas College   2007 — 2013
AA, General studies

U.S. Army Drill Sergeant School   1999 — 1999
Associates; M, General Studies

Eugene Putnam Eugene Putnam Scottsdale, Arizona Details
Eugene Putnam's Coastal Securities Experience 2003 - 2005
Job President and Chief Financial Officer at Universal Technical Institute
Industry Higher Education
Experience
Universal Technical Institute  January 2008 - Present
Aegis Mortgage  2005 - 2007
Coastal Securities   2003 - 2005
Sterling Bank  2001 - 2003
SunTrust Bank  1988 - 2001

Education
UCLA
Bachelor of Science (BS), Economics

University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Finance, General

Chris Hanson Chris Hanson Houston, Texas Area Details
Chris Hanson's Coastal Securities Experience 1998 - 2001
Job REALTOR at Better Homes and Gardens Real Estate Gary Greene
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Gary Greene  November 2009 - Present
The Sports Authority  1999 - 2009
Coastal Securities   1998 - 2001
Tri-Star Financial  1994 - 1998
Retail Concepts, Inc   1987 - 1994
Inwood Bicycle   1982 - 1987
Southern Pacific Railroad  1973 - 1983

Skills
Real Estate, Residential Homes, Sales, First Time Home Buyers, Relocation, Sellers, Short Sales, Buyer Representation, Foreclosures, REO, Investors, Selling, New Home Sales, Real Estate Transactions, Single Family Homes, Listings, Investment Properties, Mortgage Lending, Negotiation, Contract Negotiation, Condos, Referrals, Commercial Real Estate, Real Property, Real Estate Financing, Refinance, Buyers, Property, Rentals, Townhomes, Leases, HUD, FHA, Seniors, Move Up Buyers, Home Staging, New Homes, ABR, Relocation Buyers, Resellers, Vacation Homes, e-PRO, Brokerage, SFR, Waterfront, Listing Homes, Real Estate License, Real Estate Economics, National Association of..., Agents

Education
University of Houston-Downtown   1990 — 1994
BBA, Business

Steven Listi, MBA Steven Listi, MBA Houston, Texas Details
Steven Listi, MBA's Coastal Securities Experience August 2009 - September 2011
Job Treasury
Industry Computer Software
Experience
BNY Mellon  September 2013 - March 2015
Epic Integrated Services   September 2012 - February 2013
Coastal Securities   August 2009 - September 2011
JPMorgan  October 2008 - June 2009

Skills
Finance, Loans, Microsoft Office, Interest Rate Swaps, Fixed Income, Investment Banking, Portfolio Management, Valuation, Securities, Due Diligence, Risk Management, Financial Modeling, Financial Analysis, Series 7, Series 63, Corporate Finance, Bonds, Energy, Start-ups, Natural Gas, Mergers, CRM, Accounting, Structured Finance, Financial Reporting, Financial Services, Capital Markets, Bloomberg, Credit Risk, Trading, Structured Products, Asset Allocation, Microsoft Excel, Leveraged Finance, Municipal Bonds, Venture Capital, Private Equity

Education
University of St. Thomas (TX)   2013 — 2015
Master of Business Administration (M.B.A.), International Business

Texas A&M University   2004 — 2008
B.S., Economics

Manuel Gonzales Manuel Gonzales Houston, Texas Area Details
Manuel Gonzales's Coastal Securities Experience July 2012 - Present
Job Software Engineer at Coastal Securities
Industry Oil & Energy
Experience
Coastal Securities   July 2012 - Present
First Genesis (ExxonMobil)   July 2011 - July 2012
National Oilwell Varco  March 2011 - August 2011
Comsys (ExxonMobil)   March 2006 - March 2011
Self-Employed  November 2005 - March 2006
Harris County  April 2004 - November 2005
Bertling Logistics   March 2001 - April 2004
Compubank.com   September 2000 - March 2001
HBC Interactive   March 2000 - September 2000
Automated Global Management   September 1999 - March 2000

Skills
.NET, Microsoft SQL Server, Agile Methodologies, ASP.NET, C#, WCF, JavaScript, SSRS, VB.NET, Web Services, Databases, SharePoint, SDLC, SQL, Web Applications, Visual Basic, SSIS, ASP, IIS, Requirements Analysis, UML, Enterprise Architecture, MySQL, Testing, Programming

Education
University of Houston-Downtown   2014 — 2014
Bachelor of Science (B.S.), Interdisciplinary Studies

Cristy Russum Cristy Russum Dallas/Fort Worth Area Details
Cristy Russum's Coastal Securities Experience 1999 - 2001
Job Reno Group Realty
Industry Real Estate
Experience
Reno Group Realty   January 2015 - Present
Keller Williams Preston Rd.   March 2010 - December 2014
KGI Wireless  2006 - 2008
Coastal Securities   1999 - 2001
Countrywide Home Loans  1998 - 1999
Bear Stearns  1989 - 1991

Skills
First Time Home Buyers, Relocation, Telecommunications, Public Speaking, Short Sales, Real Estate, Sellers, Negotiation, Wholesale Real Estate, Investment Properties, Investments, Investors, Single Family Homes, Buyer Representation, Luxury, New Home Sales, Listings, REO, Leases, Foreclosures, Certified Negotiation..., Member of the Institute...

Education
Oklahoma State University   1981 — 1985
B.S., Marketing/Communications

Edmond Memorial High School   1979 — 1980
College Prepatory

Kevin Spires Kevin Spires Houston, Texas Area Details
Kevin Spires's Coastal Securities Experience 1993 - 1996
Job Bellaire Capital Management, LLC
Industry Investment Management
Experience
Bellaire Capital Management, LLC   November 2009 - Present
Stanford Capital Management   April 2008 - March 2009
Self-employed  June 2006 - 2008
WestLB Asset Management   1996 - 2006
Criterion Investment Management   1996 - 2006
Coastal Securities   1993 - 1996

Skills
Fixed Income, Trading, Portfolio Management, Options, Investments, Financial Risk, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Banking, Valuation, Risk Management, Asset Management, Bloomberg, Equities, Analysis, Investment Strategies, Asset Managment, Investment Advisory, Financial Markets, Wealth Management, Emerging Markets, Mutual Funds, Commodity, Derivatives, Equity Research, Securities, ETFs, Private Equity, Capital Markets, Bonds, Trading Strategies

Education
University of Houston   1986 — 1993

Driscoll Catholic HS

Driscoll Catholic HS

Margaret Gilbert Margaret Gilbert Dallas/Fort Worth Area Details
Margaret Gilbert's Coastal Securities Experience August 2009 - Present
Job Managing Director Guaranteed Loan Markets & Fixed Income at Coastal Securities
Industry Investment Management
Experience
Coastal Securities   August 2009 - Present
Greenwich Alternative Investments  November 2004 - July 2009
GE Capital  January 1995 - December 1999

Skills
Hedge Funds, Portfolio Management, Investment Strategies, Securities, Business Strategy, Marketing, Strategic Planning, Alternative Investments, Fixed Income, Secondary Market..., Credit Unions, Investments

Education
Texas A&M University   1974 — 1977
BA, Mathematics

Texas A&M University   1974 — 1977
Bachelor of Arts (BA), Mathematics

Alex Barit Alex Barit Houston, Texas Area Details
Alex Barit's Coastal Securities Experience 2009 - 2013
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  2013 - Present
Coastal Securities   2009 - 2013

Skills
Portfolio Management, Series 7, Series 65, Series 63, Retirement Planning, Investment Advisory, Strategic Financial...

Education
Louisiana State University
E. J. Ourso College of Business

Cristy Russum Cristy Russum Dallas/Fort Worth Area Details
Cristy Russum's Coastal Securities Experience 1999 - 2001
Job Real Estate Professional at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty  February 2010 - Present
KGI Wireless  2001 - 2006
Coastal Securities   1999 - 2001

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Editing, C, Java, Project Management

Education
Oklahoma State University   1980 — 1984
Marketing/Communications

Edmond High School   1979 — 1980

Clay Visage Clay Visage Houston, Texas Area Details
Clay Visage's Coastal Securities Experience April 2005 - December 2006
Job IT E&P Systems at Marathon Oil Corporation
Industry Oil & Energy
Experience
Marathon Oil Corporation  February 2015 - Present
Chevron  October 2013 - Present
PanAtlantic Exploration Company  July 2011 - September 2013
Petris Technology  February 2008 - August 2011
Global Industries  July 2007 - January 2008
IT Consulting  December 2006 - July 2007
Coastal Securities   April 2005 - December 2006

Skills
Citrix, VMware, Microsoft SQL Server, SharePoint, Microsoft Exchange, Windows Server, vSphere, VMware ESX, Network Administration, VMware Infrastructure, System Administration, Windows, Software Documentation, Servers, Lync Server 2010, Disaster Recovery, Virtualization, Active Directory, DNS, Networking, Microsoft Technologies, Firewalls, SAN, Storage, IT Management, IT Operations, Infrastructure, Data Center, Server Architecture, Red Hat Linux, Linux, Group Policy, SQL, Hyper-V, VPN, Vendor Management, Backup Exec, Visio, Information Technology, IT Strategy, Business Continuity, Enterprise Architecture, Integration, IIS, Windows 7, Windows XP, IT Service Management, Operating Systems

Education
Texas State University-San Marcos   2000 — 2004
BBA, Finance

David Crane David Crane Houston, Texas Area Details
David Crane's Coastal Securities Experience August 2009 - May 2011
Job Business Development Specialist
Industry Printing
Experience
Dahill  October 2012 - Present
Experis IT Manpower Group   May 2011 - October 2012
Coastal Securities   August 2009 - May 2011
Addilex Search Group   November 2007 - May 2009
MortgageIT, Inc  March 2007 - October 2007
Wachovia/American Mortgage Network   November 2004 - February 2007
First Magnus Financial Corporation  June 2002 - November 2004

Education
Baylor University   1999 — 2002

Kevin Wiltz Kevin Wiltz Houston, Texas Area Details
Kevin Wiltz's Coastal Securities Experience September 2005 - Present
Job Account Executive at Coastal Securities
Industry Investment Management
Experience
Coastal Securities   September 2005 - Present
Coastal Securities   September 2005 - Present

Education
University of Houston-Downtown   1999 — 2005
Finance, Finance

Buddy Saragusa Buddy Saragusa Fort Worth, Texas Details
Buddy Saragusa's Coastal Securities Experience August 2015 - Present
Job Associate | Retail Brokerage at Woodcrest Capital
Industry Real Estate
Experience
Coastal Securities   August 2015 - Present
Woodcrest Capital, LLC   May 2012 - May 2015
Grandview Landscaping   February 2010 - March 2012
Marcus & Millichap  April 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Real Estate Economics, Real Estate, Brokerage, Leases, Real Estate Transactions, Tenant, Real Estate Development, Location Intelligence, Landlord, Valuation, Property Management, Investment Properties, Commercial Real Estate, Social Media, Microsoft Word, Selling, Finance, Real Estate Financing, Asset Managment, Lease Negotiations, Property, Loans, Investments, Customer Service, Portfolio Management, Underwriting, Sales, Land Acquisition

Education
Texas Christian University   2008 — 2012
Finance w/ Real Estate Emphasis & Entrepreneurial Management

Scott Watson Scott Watson Houston, Texas Area Details
Scott Watson's Coastal Securities Experience September 2009 - May 2012
Job Sales Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services  September 2014 - Present
Crystal & Company  May 2012 - September 2014
Coastal Securities   September 2009 - May 2012
Williams Financial Group  February 2009 - September 2009
Absolute Realty   December 2003 - December 2008
Countrywide Home Loans  January 2003 - October 2007
Washington Mutual Bank  August 2002 - December 2003

Skills
Investments, Trading, Securities, Banking, Property & Casualty..., Employee Benefits, Marine Insurance, Construction Insurance, Risk Management, Mergers & Acquisitions, Finance, Financial Services, Insurance, Strategy

Education
University of Houston
BBA, Finance

Klein Oak   1988 — 1992

Al Patetta Al Patetta Greater New York City Area Details
Al Patetta's Coastal Securities Experience April 1996 - June 2001
Job Independent Investment Management Professional
Industry Investment Management
Experience
Coastal Securities   April 1996 - June 2001

Education
Dartmouth College   1990 — 1994

Helen (Marine) Law Helen (Marine) Law Dallas/Fort Worth Area Details
Helen (Marine) Law's Coastal Securities Experience August 2000 - September 2001
Job SVP Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank  December 2014 - Present
Great Western Financial  September 2012 - November 2014
CitiMortgage  January 2007 - June 2010
Sebring Capital Partners, LP   February 2003 - December 2006
Coastal Securities   August 2000 - September 2001
Bank of America (formerly Countrywide Home Loans)   December 1998 - September 1999
CashNet Financial Group   March 1998 - December 1998
Bank of America (formerly Countrywide Home Loans)   May 1995 - February 1998
Indymac Bank  January 1993 - April 1995
Bank of America (formerly Countrywide Home Loans)   June 1988 - December 1992

Skills
Credit, Mortgage Lending, Loan Origination, Banking, Risk Management, Project Management, Real Estate, Negotiation, Strategic Planning, Product Development, Customer Service, Operations Management, Product Management, Home Equity Lines of..., Team Building, Microsoft Word, Home Equity Loans, Microsoft Excel, Public Speaking, Microsoft Office, Event Planning, Warehouse Lending, Mortgage Operations, Regulatory Guidelines, Compliance, HMDA, Quality Control, Investor Relations, Encompass, Mortgage Banking

Education
University of California, Santa Barbara   1986 — 1988
Bachelor of Science (B.S.), Mathematics & Economics

Colorado College   1984 — 1986
Mathematics

Arcadia High School   1980 — 1984

Chris Brown Chris Brown Houston, Texas Area Details
Chris Brown's Coastal Securities Experience January 1998 - December 2001
Job
Industry Government Administration
Experience
City of Houston  January 2010 - Present
City of Houston  January 2004 - January 2010
Worthington Securities LLC   November 2001 - December 2003
Coastal Securities   January 1998 - December 2001

Skills
Research, Government, Policy, Political Campaigns, Asset Managment, Analysis, Portfolio Management, Public Policy, Nonprofits, Financial Modeling, Public Speaking, Budgets, Financial Analysis, Leadership, Strategic Planning, Social Media, Policy Analysis, Community Development, Program Management, Finance, Mergers, Project Management, Community Outreach, Equities, Strategic Communications, Team Building, Risk Management, Stata, Fundraising, Strategy, Corporate Finance, Legislative Relations, Due Diligence, Public Relations, Investments, Contract Negotiation, Life Insurance, Economic Development, Microsoft Office, Non-profits, Business Strategy, Valuation, Event Planning, Media Relations, Microsoft Excel, Leadership Development, Change Management, Data Analysis, Process Improvement, Program Development

Education
University of Houston   2004 — 2007
MBA, Finance

Texas Christian University - M.J. Neeley School of Business   1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General

Kathy Horelica Kathy Horelica Austin, Texas Details
Kathy Horelica's Coastal Securities Experience February 2007 - June 2012
Job Government Guaranteed Lending Assistant
Industry Banking
Experience
Pioneer Bank, SSB  January 2014 - Present
Horizon Community Bank  June 2012 - April 2013
Coastal Securities   February 2007 - June 2012
Extraco Banks  August 2000 - February 2007

Skills
SBA, SBA 504, USDA, Commercial Banking, Loan Servicing, Government Loans, Secondary Market, Loans, Construction Loans, Loan Modifications, Administrative..., Executive..., Belly Dance, Credit, Banking, Commercial Lending, Loan Origination, Mortgage Lending, Consumer Lending, Credit Analysis

Education
Capella University   2005 — 2007
Bachelor’s Degree, Finance and Financial Management Services

Kyle Mays Kyle Mays Houston, Texas Area Details
Kyle Mays's Coastal Securities Experience October 1993 - August 1999
Job Senior VP Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management  November 2014 - Present
Oppenheimer & Co. Inc.   July 2000 - November 2014
Coastal Securities   October 1993 - August 1999
United States Air Force  October 1985 - December 1991

Skills
Investments, Wealth Management, Strategic Planning, Asset Management, Risk Management, Portfolio Management, Public Speaking, Series 7

Education
Sam Houston State University
Master of Business Administration (M.B.A.), Finance

Texas A&M University   1981 — 1985
B.S., Electrical Engineering

Brett Woodroof Brett Woodroof Houston, Texas Area Details
Brett Woodroof's Coastal Securities Experience July 2005 - September 2006
Job Controller
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Gary Greene  November 2009 - Present
The Analyst Exchange   October 2009 - November 2009
UBS Financial Services Inc.  March 2007 - August 2008
Coastal Securities   July 2005 - September 2006

Skills
Financial Analysis, Excel, PowerPoint, Word, Customer Relations, Financial Modeling, Accounting, Forecasting, Budgeting, Accounts Payable, Marketing, Analysis, Mergers & Acquisitions, Finance

Education
University of Houston-Downtown   2007 — 2009
B.B.A, Finance

Southern Methodist University   2002 — 2005

Shay Hisle Shay Hisle Houston, Texas Details
Shay Hisle's Coastal Securities Experience May 2013 - Present
Job Financial Consultant at Coastal Securities
Industry Financial Services
Experience
Coastal Securities   May 2013 - Present
Cantella & Co.   January 2012 - May 2013
Zimmer  June 2011 - August 2011

Skills
Fixed Income, Portfolio Management, Asset Allocation, Asset Management, Investments, Investment Advisory, Securities, Series 7, Series 63

Education
Texas A&M University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Trevor M. Hicks, MBA, PCI-QSA, CISSP Trevor M. Hicks, MBA, PCI-QSA, CISSP Houston, Texas Area Details
Trevor M. Hicks, MBA, PCI-QSA, CISSP's Coastal Securities Experience October 2001 - April 2005
Job Senior Manager at BDO USA, LLP (formerly UHY Advisors TX, LLC)
Industry Information Technology and Services
Experience
BDO USA, LLP  August 2014 - Present
Accudata Systems  April 2013 - August 2014
Mezeo Software Corporation  September 2012 - April 2013
Nexenta  September 2010 - September 2012
TPI, Inc.   April 2005 - September 2010
Coastal Securities   October 2001 - April 2005
Diamond Offshore  2001 - 2001

Skills
Product Support, Customer Service, CISSP, Cloud Computing, Cross-functional Team..., Operations Management, ITIL Certified, CEH, Team Leadership, Global Operations, IT Service Management, Service Delivery, Service Desk, Data Center, Start-ups, Customer Support, SaaS, Infrastructure, Process Improvement, Disaster Recovery, Business Continuity..., Datacenter Consolidation, MBA, Risk Management, Storage, Leadership, Outsourcing, Strategy, IT Outsourcing, Enterprise Software, Business Process..., Business Process, Information Technology, Program Management, Management Consulting, Integration, Pre-sales, Professional Services, IT Operations, Solution Architecture, Management, ERP

Education
Texas A&M University - Mays Business School   2009 — 2011
MBA, Business

Texas Tech University   1995 — 1999
BBA, International Business

Benjamin M. Clark Benjamin M. Clark Houston, Texas Area Details
Benjamin M. Clark's Coastal Securities Experience January 2014 - Present
Job Managing Director Head of Financial Strategies at Coastal Securities
Industry Financial Services
Experience
Coastal Securities   January 2014 - Present
Coastal Securities   July 2013 - December 2013
Coastal Securities   May 2012 - July 2013
Coastal Securities   September 2010 - May 2012
LSU AgCenter  April 2010 - September 2010
Louisiana State University  January 2008 - January 2010
Louisiana State University  August 2007 - January 2008
Rural Coalition  May 2007 - August 2007
Big River Economic and Agricultural Development Alliance - BREADA   May 2006 - May 2007

Education
Louisiana State University and Agricultural and Mechanical College   2008 — 2010
Master of Science, Applied Economics

Louisiana State University   2004 — 2007
Bachelor of Science, Agricultural Business

FHS   1999 — 2003
High School Diploma

Adam Gwin Adam Gwin Houston, Texas Area Details
Adam Gwin's Coastal Securities Experience 2006 - 2008
Job Director IT Services at On Demand Houston
Industry Information Technology and Services
Experience
On Demand Houston   March 2015 - Present
PanAtlantic Exploration Company  August 2012 - August 2013
Dynegy  September 2008 - August 2012
Coastal Securities   2006 - 2008
Boston Market  2002 - 2006

Skills
Active Directory, Windows 7, Servers, XP, Windows Server, Troubleshooting, Network Administration, VMware, VBScript, Microsoft Exchange, Software Documentation, WAN, Hyper-V, Disaster Recovery, Visio, Virtualization, IT Operations, Networking, Information Technology, IIS, VPN, Network Security, Firewalls, Data Center, System Deployment, Citrix, Cisco Technologies, Operating Systems, Switches, Microsoft SQL Server, Computer Security, Databases, Integration, SQL, Technical Support, IT Management, Security, Red Hat Linux, Cisco IOS, Antivirus, vSphere, DNS, CCNA, System Administration, Software Installation, VMware ESX, Blackberry, Unix, Lync Server 2010, TCP/IP

Education
Southern Methodist University   1998 — 2000
Information Technology

Mary Kathryn Campion Mary Kathryn Campion Houston, Texas Details
Mary Kathryn Campion's Coastal Securities Experience 1990 - 2008
Job President Champion Capital Research
Industry Investment Management
Experience
Champion Capital Research   January 2003 - Present
Coastal Securities   1990 - 2008
US Fiduciary  2005 - 2007
Rice University and University of Houston   1999 - 2004

Skills
violinist, runner, swimmer, Investment Advisory, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Fixed Income, Strategic Financial..., Swimmer, Financial Risk, Fiduciary Assessments..., Financial Education, Retirement, Analysis, Financial Advisory, Securities, Banking, Retirement Planning, Asset Management, Insurance, Hedge Funds, Series 7, Financial Modeling, Financial Analysis, Due Diligence, Financial Planning, Investment Management, Finance, Alternative Investments

Education
Rice University   1980 — 1984
Bachelor of Arts (B.A.) Full Merit Based Scholarship Recipient

University of Houston
Master of Arts (M.A.) and Ph.D., Financial Economics, Fellowship Recipient

Colin Farrell Colin Farrell Houston, Texas Details
Colin Farrell's Coastal Securities Experience June 2013 - Present
Job Institutional Fixed Income Broker at Coastal Securities
Industry Financial Services
Experience
Coastal Securities   June 2013 - Present
Amegy Bank  June 2011 - December 2012
Jackson & Jackson PLLC   2010 - June 2011
Tailwind Advisors   May 2010 - July 2010

Skills
Banking, Loans, Spreadsheets, Cash Flow, Financial Analysis, Financial Modeling, Investments, Analysis, Fixed Income

Education
Louisiana State University and Agricultural and Mechanical College   2006 — 2010
BA, Finance

Thomas Robbins Thomas Robbins Saint Louis, Missouri Details
Thomas Robbins's Coastal Securities Experience April 2005 - April 2008
Job Thomson Reuters Implementation and Support Engineer
Industry Information Technology and Services
Experience
Tubular Steel Inc  September 2011 - June 2013
Dynamic Health Strategies  November 2008 - July 2011
Brocade  May 2008 - February 2010
Coastal Securities   April 2005 - April 2008
Lanier Worldwide  May 2004 - April 2005
Toshiba  May 1999 - October 2003
Intergraph  February 1998 - May 1999
CompuCom  April 1996 - February 1998
United States Air Force  March 1988 - April 1996

Skills
Servers, Windows Server, Microsoft Exchange, Troubleshooting, Hardware, Microsoft SQL Server, VMware, Firewalls, Technical Support, Operating Systems, Enterprise Software, Cisco Technologies, Network Administration, Networking, Active Directory, Virtualization, Routers, Software Installation, System Administration, Linux, HP, Windows XP, Service Manager 7, Service Level Agreements, Military Experience, Air Force, Switches, Network Design, Citrix, ITIL, Cisco, Enterprise Wide..., RSA SecurID, Real Time Monitoring, Underwater Basket..., Mid Power to High Power..., Marksmanship, diaper changing and..., Unix, Agile Methodologies

Education
McMurry University   1992 — 1995
BS, Computer Science Major, Math Minor

St. Louis Community College   1986 — 1988
Associate, Engineering Technology ( Biomedical Engineering)

Paul Gaylord Paul Gaylord Houston, Texas Area Details
Paul Gaylord's Coastal Securities Experience 2004 - 2006
Job Investment Consultant
Industry Financial Services
Experience
Tri-Star Financial  May 2006 - Present
tri star financial  2006 - 2009
Coastal Securities   2004 - 2006

Education
The University of Texas at El Paso   1998 — 2001

Alan E. Mauk Alan E. Mauk Houston, Texas Area Details
Alan E. Mauk's Coastal Securities Experience March 2007 - Present
Job Senior VP Corporate Accounting at Coastal Securities
Industry Accounting
Experience
Coastal Securities   March 2007 - Present
Aegis Mortgage  October 2000 - March 2007
Bank United Of Texas  1992 - 2000

Education
Oklahoma State University   1985 — 1989

Eugene Perelberg Eugene Perelberg Houston, Texas Area Details
Eugene Perelberg's Coastal Securities Experience 1994 - 1997
Job Vice President of Marketing and Business Development
Industry Financial Services
Experience
Panton Inc.   October 2014 - Present
The Structure Group  September 2013 - October 2014
Spectrum Prime Solutions, LP   January 2012 - May 2013
Texon  October 2008 - January 2012
UBS Investment Bank  March 2007 - July 2008
KPMG Advisory  June 2005 - February 2007
Shell Trading  July 2000 - April 2003
Koch Industries  November 1999 - July 2000
Salomon Smith Barney  August 1997 - November 1999
Coastal Securities   1994 - 1997

Skills
Business Process Design, Commodities, Risk Management, Trading, Risk, Energy Trading, Derivatives, Options, Natural Gas, Valuation, Energy, Commodity, Fixed Income, Management Consulting, Equities, Financial Analysis, Oil, Gas, Market Risk, Change Management, SOX, Swaps, Excel, Financial Reporting, Process Engineering, Financial Risk, Petroleum, Commodity Markets, Sarbanes-Oxley Act, Microsoft Excel

Education
University of Houston   1992 — 1996
BBA, Finance

Samala Rizvi Samala Rizvi Houston, Texas Area Details
Samala Rizvi's Coastal Securities Experience 2001 - 2002
Job Digital and MultiCultural Channel Manager Marketing Communications at Direct Energy
Industry Oil & Energy
Experience
Direct Energy  April 2014 - Present
Direct Energy  December 2012 - Present
Direct Energy  June 2012 - Present
Spark Energy  June 2011 - December 2011
Reliant Energy  September 2009 - June 2011
Reliant Energy  April 2007 - September 2009
JPMorgan Chase  March 2006 - March 2007
JPMorgan  March 2002 - March 2006
Coastal Securities   2001 - 2002
Charter Title Company  1997 - 2001

Skills
Strategic Planning, Strategy, Marketing Communications, Program Management, Management, Product Development, Leadership, Sales Operations, Business Development, Market Research, Business Strategy, Marketing Management, Business Process..., CRM, Product Marketing, Contract Negotiation, New Business Development, Vendor Management, Online Marketing, Mergers, Change Management, Analytics, Competitive Analysis, Financial Modeling, Integrated Marketing, Marketing Strategy, Marketing, Direct Marketing, Segmentation, Mergers & Acquisitions, Analysis, Cross-functional Team...

Education
University of St. Thomas (TX)   2004 — 2006
MBA, Marketing

LeTourneau University   1998 — 2001
BBA, Business Administration / Accounting / Finance

Andy Nunmaker Andy Nunmaker Houston, Texas Area Details
Andy Nunmaker's Coastal Securities Experience January 1990 - Present
Job Managing Director at Coastal Securities
Industry Capital Markets
Experience
Coastal Securities   January 1990 - Present

Skills
Investment Banking, Loans, Portfolio Management, Fixed Income, Structured Finance, Asset Management, Bonds, Securities, Investments, Trading, Hedge Funds, Capital Markets, Derivatives, Financial Structuring

Education
LSU
Business

Desiree Eshelman Desiree Eshelman Houston, Texas Details
Desiree Eshelman's Coastal Securities Experience January 1990 - May 1997
Job Broker Liaison
Industry Financial Services
Experience
Charter Capital  October 2002 - Present
Livingston Builders   May 2000 - June 2001
Martin Preferred Foods  May 1997 - February 2000
Coastal Securities   January 1990 - May 1997

Education
Sam Houston State University   1986 — 1989
BS, Managment/Political Science

Texas Tech University   1985 — 1986
Political Science

Devin Krebs Devin Krebs Dallas/Fort Worth Area Details
Devin Krebs's Coastal Securities Experience March 2000 - December 2001
Job Professional Services at REDI Global Technologies
Industry Financial Services
Experience
REDI Global Technologies  May 2014 - Present
Premium Poppers Popcorn   March 1997 - Present
Banc of America Securities, LLC  July 2002 - May 2014
Coastal Securities   March 2000 - December 2001

Education
Tarrant County College   1997 — 2000

L.D. Bell   1994 — 1997

The University of Texas at Dallas

Stephen Raffaele, CFA Stephen Raffaele, CFA Dallas/Fort Worth Area Details
Stephen Raffaele, CFA's Coastal Securities Experience January 1997 - July 1999
Job Managing Director, Chief Financial Officer & Chief Strategy Officer at RGT Wealth Advisors
Industry Banking
Experience
RGT Wealth Advisors  January 2015 - Present
MSC Asset Management, LLC   May 2014 - January 2015
The F&M Bank & Trust Company   September 2009 - May 2014
Guaranty Bank  August 2007 - August 2009
Sterling Bank  July 1999 - July 2007
Coastal Securities   January 1997 - July 1999

Education
Baylor University   1984 — 1988
BA, Business

Brian Fader Brian Fader Houston, Texas Area Details
Brian Fader's Coastal Securities Experience Sr VPCoastal Securities2006 - Present
Job sr vp at coastal securities
Industry Financial Services
Experience
coastal securities   Sr VPCoastal Securities2006 - Present

Education
University of Hartford   1974 — 1978

Jessica Dobson Gross Jessica Dobson Gross Houston, Texas Area Details
Jessica Dobson Gross's Coastal Securities Experience 1997 - 2000
Job Marketing at Capstone Asset Management
Industry Financial Services
Experience
Capstone Asset Management  October 2004 - Present
Capstone Asset Management  September 2004 - Present
Coastal Securities   1997 - 2000

Education
Jacksonville University   1991 — 1995

Steve Urban Steve Urban San Francisco Bay Area Details
Steve Urban's Coastal Securities Experience April 2011 - March 2013
Job Equity Trader at Quasar Trading
Industry Financial Services
Experience
Quasar Trading  January 2015 - Present
WTS Proprietary Trading Group  December 2013 - December 2014
Quasar Trading  March 2013 - August 2013
Coastal Securities   April 2011 - March 2013
Stearns Lending  July 2012 - November 2012
Altrion Trading Group  March 2010 - March 2011
WTS Proprietary Trading Group, LLC  July 2009 - February 2010
assent trading  August 2008 - May 2009
AEI Consultants  July 2007 - February 2008
PTR, Inc   November 1997 - April 2005

Skills
Investments, Options, Securities, Series 63, Equities, Loans, Trading, Equity Trading, Fixed Income, Financial Markets, Asset Management, Portfolio Management, Bloomberg, Technical Analysis, Hedge Funds, Trading Systems, Financial Modeling, Derivatives, Risk Management

Education
Chabot College   2005 — 2005
AA, Real Estate

University of California, Berkeley   1985 — 1987
BA, Applied Mathematics

Bill Pettinati Bill Pettinati Houston, Texas Area Details
Bill Pettinati's Coastal Securities Experience PresidentPage International CommunicationsDecember 1986 - May 2005
Job Managing Director at Coastal Securities
Industry Financial Services
Experience
Coastal Securities   PresidentPage International CommunicationsDecember 1986 - May 2005

Education
Baylor University - Hankamer School of Business   1988 — 1992
BBA, Finance

Anthony J. Diebert Anthony J. Diebert Houston, Texas Area Details
Anthony J. Diebert's Coastal Securities Experience October 2007 - October 2008
Job Account Executive
Industry Financial Services
Experience
Coastal Securities   October 2007 - October 2008

Education
The Ohio State University
BS, Human Ecology / Consumer Science

Patricia Robinson Patricia Robinson Houston, Texas Area Details
Patricia Robinson's Coastal Securities Experience 1996 - 2005
Job Associate Director Broker Dealer Operations at VALIC Financial Advisors, Inc
Industry Financial Services
Experience
VALIC Financial Advisors, Inc  March 2015 - Present
B.B. Graham & Co.   July 2009 - August 2014
US Fiduciary  September 2005 - March 2009
Coastal Securities   1996 - 2005
Government Securities Corp   1985 - 1996

Education
Texas A&M University   1981 — 1985
BBA, Finance

St. Pius X High School Houston Texas   1977 — 1981

C. Tyler Williamson C. Tyler Williamson Houston, Texas Area Details
C. Tyler Williamson's Coastal Securities Experience October 2009 - Present
Job Managing Director
Industry Financial Services
Experience
Coastal Securities   October 2009 - Present

Skills
Series 7

Education
Texas A&M University   2003 — 2008
Bachelor of Science, Economics

Austin Brooks Austin Brooks Houston, Texas Area Details
Austin Brooks's Coastal Securities Experience September 2008 - July 2012
Job Capital One Securities
Industry Investment Banking
Experience
Capital One Securities   July 2012 - Present
Coastal Securities   September 2008 - July 2012

Skills
Financial Modeling, Financial Analysis, Series 63, Series 7, Fixed Income, Investment Banking, Securities, Valuation, Capital Markets

Education
University of Colorado Boulder   2003 — 2007
BS, Finance

Eric Dunn Eric Dunn Greater Memphis Area Details
Eric Dunn's Coastal Securities Experience 2005 - 2007
Job Regional Sales Manager at HWA International, Inc.
Industry Computer Software
Experience
HWA International, Inc.   2012 - Present
Blackstar Capital Partners   2009 - 2012
Consulting Services Group, LLC  2007 - 2009
Coastal Securities   2005 - 2007

Skills
Investments, Financial Analysis, Analysis, Fixed Income, Asset Allocation, Series 7, Mutual Funds, Alternative Investments, Asset Management, Forecasting, Financial Modeling, Private Equity, Finance, Banking, Hedge Funds

Education
The University of Memphis   2009 — 2011
Masters of Science, Finance, 3.81

John Saragusa John Saragusa Austin, Texas Area Details
John Saragusa's Coastal Securities Experience January 1993 - Present
Job Partner & Managing Director at Coastal Securities
Industry Financial Services
Experience
Coastal Securities   January 1993 - Present

Education
The University of Texas at Austin   1977 — 1981

Emily Burnett Emily Burnett Houston, Texas Area Details
Emily Burnett's Coastal Securities Experience April 2014 - Present
Job Customer Service Government Guaranteed Loan Specialist
Industry Financial Services
Experience
Coastal Securities   April 2014 - Present
The Art Institute of Houston  October 2012 - June 2014
Catering by Emily   January 2007 - January 2014
University of Houston  January 2010 - December 2012
DeChicchis Gourmet   January 2010 - October 2011
Alicia Foundation   October 2009 - December 2009

Skills
Budget, Microsoft Excel, Project Management, Event Planning, PowerPoint, Personal Chef, Microsoft Office, Typing, Budgets, Food, Food & Beverage, Menu Engineering, Menu Costing, Management, Menu Development, Leadership, Gluten Free, Budget Monitoring, Wine Tasting, Recipe Testing, Research, Event Management..., Teaching, Service Industries, Project Planning, Food Safety, Food Technology, Culinary Skills, Food Manufacturing, Food Preparation, Knife Skills, Product Development, Microsoft Word, Customer Service, Event Management, Time Management, Food Processing, Wine Labels, Spanish, Wineries, Bar Management, Wine Tours, Social Media, Catering

Education
University of Houston   2010 — 2013
Master of Business Administration (MBA), MBA and Hotel and Restaurant Management

The Culinary Institute of America   2008 — 2010
AOS, Culinary Arts

Lousiana State University   2003 — 2007
BGS, Religious Studies, Sociology, Communications Studies

St. John's School   1998 — 2002
High School Degree

River Oaks Baptist   1993 — 1998
Middle School

Brian Vooletich Brian Vooletich Houston, Texas Area Details
Brian Vooletich's Coastal Securities Experience 1992 - 1997
Job Energy Broker Choice Energy
Industry Oil & Energy
Experience
Choice Energy  2010 - Present
VP Financial Group, Inc.   2003 - 2010
FTN Financial Capital Markets   2001 - 2003
Amherst Securities Group  1999 - 2001
Enron  1997 - 1999
Coastal Securities   1992 - 1997

Education
Michigan State University
Finance

University of North Carolina at Chapel Hill

Clifford Holiman Clifford Holiman Houston, Texas Details
Clifford Holiman's Coastal Securities Experience April 1994 - December 2013
Job Managing Director at Coastal Securities
Industry Financial Services
Experience
Coastal Securities   April 1994 - December 2013

Skills
Portfolio Management, Investments, Financial Analysis, Banking, Finance, Credit, Asset Management, Financial Services, Mortgage Lending, Risk Management

Education
Dallas Baptist University
Bachelor of Arts, Business

Southwestern Baptist Theological Seminary
Master of Dvinity BL

Jon Bianco Jon Bianco Houston, Texas Details
Jon Bianco's Coastal Securities Experience January 2009 - April 2011
Job Managing Director at Catalyst Capital Advisors
Industry Investment Banking
Experience
Catalyst Capital Advisors   May 2011 - Present
Coastal Securities   January 2009 - April 2011
Aurora Financial Services, LLC   2006 - 2008

Skills
Project Finance, Environmental Awareness, Petroleum, Equities, Finance, Private Equity, Investment Banking, Water, Financial Modeling, Investments, Hedge Funds, Structured Finance, Corporate Finance, Derivatives, Financial Structuring, Securities, Venture Capital, Capital Markets, Due Diligence, Mergers & Acquisitions, Private Placements, Valuation, Portfolio Management, Strategic Planning, Asset Management, Trading, Commodity, IPO, Strategic Financial..., Restructuring, Alternative Investments, Options, Divestitures, Risk Management, Business Valuation, Hedging, M&A experience, Mutual Funds, LBO, Leveraged Finance, Financial Markets, Equity Research, Investment Strategies, Emerging Markets, Fixed Income, Corporate Development, Funding, Investor Relations, Financial Analysis, Series 7

Education
Goizueta Business School, Emory University   1989 — 1991
MBA, Finance

Southern Methodist University   1985 — 1989
Bachelor of Science, Economics/Econometrics